Charity SORP accounts, gift aid administration, independent examination and trustee reporting for registered charities, CICs and not-for-profit organisations across North Yorkshire.
We work with an increasing number of charities and not-for-profit organisations across North Yorkshire — and it's a part of our practice that has grown significantly in recent years. Charity clients range from small local organisations through to registered charities with substantial income and complex activities.
Charity accounting is genuinely different from commercial accounting. The Charities SORP (Statement of Recommended Practice) sets out how charity accounts must be prepared, and the requirements differ depending on your income level and whether you're subject to audit or independent examination. Trustees have specific legal responsibilities regarding their accounts, and regulators expect them to be prepared properly.
We understand those requirements and work with charity trustees to make the process as straightforward as possible — so they can focus on their mission rather than their accounts.
Charity accounts have different requirements from commercial accounts. Here's what we do for our charity clients.
Statutory accounts prepared in accordance with the Charities SORP — including the Statement of Financial Activities (SOFA), balance sheet, trustees' annual report and all required notes.
Most charities with income under £1 million require an independent examination rather than a full audit. We act as independent examiner and provide the scrutiny regulators require.
Gift aid claims to HMRC on eligible donations — including the correct treatment of gift aid declarations, small donations scheme claims and record-keeping requirements.
The trustees' annual report is a legal requirement and an important accountability document. We help trustees produce a report that meets the Charity Commission's requirements and communicates effectively.
Community Interest Companies and other not-for-profit structures have their own accounting requirements. We prepare accounts for a range of structures beyond registered charities.
Charities benefit from various VAT reliefs and exemptions — but the rules are complex. We advise on the correct VAT treatment of income streams, fundraising activities and purchases.
Charity trustees are personally responsible for ensuring their organisation's accounts are prepared correctly and filed on time with the Charity Commission. Many trustees are volunteers who give their time generously but don't have an accounting background — and the requirements can be daunting. We work with trustees at all levels of financial experience, explaining what's required in plain terms and making sure nothing is missed. You focus on running the charity; we make sure the accounts and filing obligations are handled properly.
Charity accounts have to be prepared differently from commercial accounts. We understand the Charities SORP and apply it correctly — which not all general practices can say with confidence.
We work with an increasing number of charities and not-for-profit organisations across North Yorkshire. That depth of experience means we understand the practical challenges trustees face and can anticipate common issues before they arise.
We understand that charities operate on tight budgets and need to demonstrate value to funders. Our fees for charity clients reflect that reality — competitive, fixed, and transparent.
Free initial conversation, no obligation. We work with charities and not-for-profit organisations across North Yorkshire — get in touch to find out how we can help.